+47.3%
AMZN vs LBRT
+115.1%
-67.8%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.5% | -1.6% | -0.3% |
| 7D | -3.0% | +8.7% | -11.7% | -4.0% |
| 30D | -5.2% | +6.6% | -11.8% | -6.1% |
| 3M | +1.9% | -34.5% | +36.3% | +6.7% |
| 6M | +19.2% | -24.5% | +43.7% | +21.9% |
| YTD | +12.0% | +12.7% | -0.7% | +7.6% |
| 1Y | +9.7% | +94.8% | -85.2% | -4.0% |
| 3Y | +87.2% | +31.9% | +55.3% | +67.4% |
| All | +47.3% | +115.1% | -67.8% | +24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded LBRT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling